Wiki Discussion, Edit Requests and New Content Submissions

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mike
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Post by mike »

Mr_Chow wrote: Tue Jan 12, 2021 12:34 pm @mike we’re slightly inconsistent with the margins we’re quoting in revenue section.

You’ve used broker note forecast of 24%, I’ve used 2020 H1 reported figures of 28%. Something like the below added to your line probably easiest way to clear it up.

“Stifel forecast gross margins at 24%, H1 2020 reported figures exceeded this at 28%”
@Mr_Chow - good spot. I've updated to explain this as you suggested.



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Mr_Chow
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Post by Mr_Chow »

@mike the cash burn table is in twice, is that deliberate?

Also would a ‘future prospects’ section add value? I’m thinking flagging the shift towards subscription gaming and streaming services and the doors that opens for bids. Potentially some of the games where we’ve seen ad spaces that aren’t yet activated



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mike
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Post by mike »

@Mr_Chow -nope it shouldnt have been in twice. Removed the dupe now, thanks.

I think a future prospects section would be good! Agree, about subscription gaming and streaming services as well as something on the secondary viewing audience and how that could be unlocked (working with Twitch etc). Also, my view is that this tech could equally be extended into connected tv and eventually we will see a total blend between entertainment (tv and game) that will enable this.



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mike
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Post by mike »

FYI the Wiki is also being updated with the 2021 campaign spots. The nice thing about having the new campaign diary thread, is that I can hyperlink every campaign in the Wiki to the corresponding campaigns thread to provide evidence / examples to those interested.



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mike
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Post by mike »

What do you guys think of this pdf version of the research paper? - perhaps it's something we can issue monthly as we revise our discoveries and receive news?




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sectornitad
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Post by sectornitad »

astonishing quality @mike, really well done!

I'll get my pieces over to you before end week...

#smashingtheresearchnote



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Post by Bidfry »

Take my hat of to you guys involved in this.
A dedicated bunch for sure.



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Post by GlobalNomad »

thats great Mike, thank you for all these additional efforts.

I think a regular update page will be useful between full refresh of the whole document. - what I mean is that editing in updates in the main document can often be lost to readers, whereas a page highlighting updates can focus on the changes. then this all gets edited in one go. e.g a quarterly or half yearly version but with regular update front pages ( not at the back)



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Post by Neemoney »

@mike @Mr_Chow

Outstanding effort, very much appreciated 👏 👍



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Cramond11
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Post by Cramond11 »

Great Job!! JD should hire this forum to write next note, or just use this one..... well done everyone!!



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